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iShares Core S&P Small-Cap ETF

2,522 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 995 increasing their positions, 1,061 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 88

43% more call options, than puts

Call options by funds: $58M | Put options by funds: $40.7M

10% more capital invested

Capital invested by funds: $57.3B → $62.8B (+$5.45B)

1% more funds holding

Funds holding: 2,5032,522 (+19)

0.74% more ownership

Funds ownership: 72.43%73.16% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 301300 (-1)

6% less repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 1,061

Holders
2,522
Holders Change
+19
Holders Change %
+0.76%
% of All Funds
33.1%
Holding in Top 10
300
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.33%
% of All Funds
3.94%
New
151
Increased
995
Reduced
1,061
Closed
88
Calls
$58M
Puts
$40.7M
Net Calls
+$17.3M
Net Calls Change
-$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
701
Etesian Wealth Advisors
Oregon
$5.93M -$811K -7,048 -12%
ML
702
McAdam LLC
Pennsylvania
$5.9M -$121K -1,048 -2%
CHC
703
City Holding Co
West Virginia
$5.9M +$27.1K +236 +0.5%
VCP
704
Verus Capital Partners
Arizona
$5.87M -$12.7M -110,637 -69%
PFM
705
Phillips Financial Management
Indiana
$5.84M -$411K -3,575 -7%
CCB
706
Country Club Bank
Missouri
$5.79M -$35.3K -307 -0.6%
MLIC
707
Mandatum Life Insurance Company
Finland
$5.79M
AFS
708
Aft Forsyth & Sober
Florida
$5.78M -$644K -5,600 -10%
WFA
709
Wellspring Financial Advisors
Ohio
$5.75M -$11.9M -103,739 -20%
CIC
710
Carnegie Investment Counsel
Ohio
$5.7M -$93K -809 -2%
DWM
711
Dakota Wealth Management
Florida
$5.66M -$3.57M -31,051 -39%
LF
712
Lee Financial
Texas
$5.65M +$126K +1,094 +2%
AFS
713
AFG Fiduciary Services
Massachusetts
$5.64M -$36.2K -315 -0.7%
ISWM
714
Independent Solutions Wealth Management
New York
$5.63M -$45.4K -395 -0.8%
SWM
715
Spire Wealth Management
Virginia
$5.62M -$247K -2,148 -4%
GWM
716
Graybill Wealth Management
Illinois
$5.61M +$17.4K +151 +0.3%
KWM
717
Kingsview Wealth Management
Oregon
$5.6M -$4.84M -42,045 -47%
FPAS
718
Focus Partners Advisor Solutions
Missouri
$5.59M +$2.62M +22,809 +94%
RhumbLine Advisers
719
RhumbLine Advisers
Massachusetts
$5.57M +$3.85M +33,454 +250%
OGF
720
Orin Green Financial
California
$5.57M +$108K +936 +2%
HLCM
721
Hi-Line Capital Management
South Dakota
$5.55M +$528K +4,588 +11%
TW
722
TritonPoint Wealth
Maryland
$5.52M +$67.7K +589 +1%
KAS
723
KPP Advisory Services
Kentucky
$5.52M -$191K -1,657 -3%
PTC
724
Private Trust Company
Ohio
$5.51M -$38.8K -337 -0.7%
GVAG
725
Great Valley Advisor Group
Delaware
$5.47M -$3.97M -34,537 -43%

IJR Hedge Fund Activity: Q3 2025 in Review

2,522 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2025, worth a combined $62.8B — up 9.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new IJR positions and 88 closed out — a net gain of 63 holders — while 995 added to existing stakes and 1,061 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.45B. The largest seller was First Command Advisory Services, cutting an estimated $317M.

  • 2,522 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2025, up from 2,503 in Q2 2025.
  • Funds reported $62.8B of iShares Core S&P Small-Cap ETF stock for Q3 2025, up 9.5% quarter-over-quarter.
  • 151 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2025 and 88 closed out, a net change of +63 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q3 2025 was Jones Financial Companies, an estimated $1.45B added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q3 2025 was First Command Advisory Services, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2025.